The Advisor Group

Perry established The Advisor Group after a 15-year stint in financial services to break away from the financial trap he was in with another group in Memphis. His clients could not choose from a limited number of products, and he needed a group of professionals to take care of them. However, this was not merely a market share; it was a matter of survival. Perry's clients were high-net-worth individuals. His company also assisted clients in wealth transfer, estate planning, and premium financing. Additionally, his company helped with senior market clients in healthcare, retirement planning, and risk management. Perry died in 2018 after spending 34 years in the senior markets. He left the middle-south after finding the products and services that best fulfilled their needs. In 2009, he hired Lonnie Epperson to be his mentor. The current President, Lonnie Epperson, took over at The Advisor Group.

Literature on a review of a number of The Advisor Group clients' experiences centers on themes of personalized and expert help, especially on the provision of trust and insurance services to newlyweds. Lonnie is frequently praised for his skill in drawing up trusts that are easily understandable and tailored to the beneficiaries' demands. He is considered a pleasant and professional individual who makes them relax while he feeds them with information. Lonnie gives his clients the opportunity to decide for themselves after explaining the advantages and pitfalls. His communication is fast. He would be a good recommendation, as many people who have previously worked with him can convincingly verify his excellence.